Wealth Advisor Trainee: Build Client Relationships

TD Bank Group; Manchester, Northern (NH, KY); Hybrid; USD 36,000 - 54,000; Full time

Job summary

TD Bank Group in Manchester, NH is seeking a trainee/advisor-to-be to learn wealth management advisory skills and grow client relationships. You will meet prospects, analyze financial information, and guide them on investment and insurance solutions to meet goals.

The role involves transitioning to a true Advisor role, educating staff on offerings, and collaborating with TD Wealth affiliates to maximize client outcomes. Strong communication and readiness to travel are required.

Qualifications

• Bachelor's degree strongly preferred and 1+ years of relevant work experience.
• Ability to obtain Life & Health, Series 7 and Series 66 within licensing window.
• Strong communication and organizational skills; travel may be required.

Responsibilities

• Meet with prospects and clients to analyze financial information and goals.
• Educate and advise on investment and insurance strategies and products.
• Develop and maintain client relationships; act as fiduciary advisor.
• Identify annuity and insurance sales opportunities and referrals.
• Provide ongoing consultation and servicing for wealth management.

Skills

Strong verbal and writtencommunication

Sales prospecting

Relationship building

Financial needs assessment

Advisory skills

Education

Bachelor's Degree

SIE required

Job description

TD Bank Group in Manchester, NH is seeking a trainee/advisor-to-be to learn wealth management advisory skills and grow client relationships. You will meet prospects, analyze financial information, and guide them on investment and insurance solutions to meet goals.

The role involves transitioning to a true Advisor role, educating staff on offerings, and collaborating with TD Wealth affiliates to maximize client outcomes. Strong communication and readiness to travel are required.